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Assistant Analyst

Sunwest Pensions

in Tempe AZ

Sunwest Pensions is a 401(k) plan administration firm in Tempe, AZ providing day-to-day administration, consulting, recordkeeping, and compliance testing for 401(k) plans.

We are seeking experienced, energetic, multi-tasking individuals as full time Assistant Analyst to be a part of our team.  In these positions you must be dependable, organized and exceptionally attentive to detail. 

Responsibilities include but are not limited to:

  1. Manage relationships with plan sponsors
  2. Generate plan documents
  3. Complete plan  amendments
  4. Review census data for any missing information
  5. Complete any IRS filings including Form 5500
  6. Participant Distribution and Loan processing
  7. Provide other administrative support

Skills applicants should have:

  1. Ability to work independently
  2. Proficient computer skills with Microsoft Word, Excel, Outlook and Adobe Acrobat X Pro software
  3. Mathematical aptitude required
  4. Strong written and oral communication
  5. Ability to work under pressure to meet deadlines throughout the day
  6. Experience in the financial industry preferred
  7. Strong organizational skills
  8. Exceptional attention to detail
  9. Ability to retain many different processes
  10. Strong keyboard and 10-Key abilities
  11. Ability to effectively manage multiple priorities
  12. Experience with ASC software is a plus but not required

Sunwest Pensions’ salary and benefits are competitive and we offer a complete benefits package including paid time off, medical insurance, dental insurance, life insurance, disability insurance and a generous 401(k) plan. 

If you want to learn, advance, and work in a business casual atmosphere do not miss this opportunity to join a respected organization that provides an upbeat and friendly environment where your hard work and efforts are appreciated and will be rewarded.

How to Apply

If you are interested, please e-mail your resume and salary requirements to:

This ad has been viewed 728 times. It expires on 12/21/2018.

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